Display the Assign Employees to Group Dialog Box

You display this dialog box from the Time Groups tab in Time Settings or from the Expense Groups tab in Expense Settings.

Complete one of the following actions:
Location Steps
Display the dialog box in Time Settings
  1. In the Navigation pane, go to the Settings section, and select Time.
  2. On the Time Settings form, click the Time Groups tab.
  3. On the Time Groups tab, complete one of the following:
    • For a new time group, click the +Add Time Group link below the Time Groups grid to add a time group. Complete the information in the row, click at the end of the row, and select Assign Employees from the shortcut menu.
    • For an existing time group, hover over the row, click at the end of the row, and select Assign Employees from the shortcut menu.
Display the dialog box in Expense Settings
  1. In the Navigation pane, go to the Settings section, and select Expense.
  2. On the Expense Settings form, click the Expense Groups tab.
  3. On the Expense Groups tab, complete one of the following:
    • For a new expense group, click the +Add Expense Group link below the Expense Groups grid to add an expense group. Complete the information in the row, click at the end of the row, and select Assign Employees from the shortcut menu.
    • For an existing expense group, hover over the row, click at the end of the row, and select Assign Employees from the shortcut menu.
Parent Topic: Assign Employees to Group Dialog Box